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iShares US Healthcare ETF
IYH

329 hedge funds and large institutions have $1,000M invested in iShares US Healthcare ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $1.29M

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

55% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 69

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

26% more capital invested

Capital invested by funds: $793M → $1,000M (+$207M)

12.53% more ownership

Funds ownership: 199.37% → 211.91% (+13%)

8% more funds holding

Funds holding: 304 → 329 (+25)

Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
6.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
52
Increased
107
Reduced
69
Closed
25
Calls
$2.8M
Puts
$1.29M
Net Calls
+$1.51M
Net Calls Change
+$366K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.3M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
+$11.2M
3
Wells Fargo
Wells Fargo
California
+$8.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$7.04M
5
OWA
Outlook Wealth Advisors
Texas
+$5.73M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$37.8M
2
HF
HRT Financial
New York
-$4.6M
3
SIM
SSI Investment Management
California
-$2.44M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.9M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$2.92M +$256K +6,065 +10%
SPIA
52
Steward Partners Investment Advisory
New York
$2.71M +$295K +7,000 +13%
HA
53
HC Advisors
Georgia
$2.69M +$2.63M +62,360 New
HNB
54
Huntington National Bank
Ohio
$2.45M – – –
BS
55
Banco Santander
Spain
$2.41M +$2.35M +55,795 New
FAAS
56
First Allied Advisory Services
California
$2.36M -$141K -3,345 -6%
Truist Financial
57
Truist Financial
North Carolina
$2.3M -$112K -2,655 -5%
SPC
58
Sigma Planning Corp
Michigan
$2.26M +$777K +18,405 +54%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$2.04M +$1.66M +39,440 +503%
VFM
60
Vivid Financial Management
California
$1.96M +$249K +5,910 +15%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$1.93M -$1.9M -45,010 -50%
PJB
62
Paul John Balson
California
$1.82M +$92.2K +2,185 +5%
CCA
63
Conservest Capital Advisors
Pennsylvania
$1.77M +$10.1K +240 +0.6%
CB
64
Commerce Bank
Missouri
$1.67M +$6.54K +155 +0.4%
GT
65
Glenview Trust
Kentucky
$1.62M -$26.8K -635 -2%
MAWCM
66
Mine & Arao Wealth Creation & Management
California
$1.59M -$5.07K -120 -0.3%
Stifel Financial
67
Stifel Financial
Missouri
$1.59M +$106K +2,515 +7%
FFM
68
Fullerton Fund Management
Singapore
$1.55M +$1.52M +35,975 New
WWM
69
Western Wealth Management
Colorado
$1.53M +$1.5M +35,540 New
IA
70
IFG Advisory
Georgia
$1.52M -$21.7K -515 -1%
SB
71
Simmons Bank
Arkansas
$1.41M +$81K +1,920 +6%
MLIC
72
Mandatum Life Insurance Company
Finland
$1.33M +$78.9K +1,870 +6%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$1.31M – – –
PAG
74
Pinnacle Advisory Group
Maryland
$1.31M +$87.2K +2,065 +7%
GWM
75
Geneos Wealth Management
Colorado
$1.29M -$105K -2,490 -7%
1 2
3
4 5

IYH Hedge Fund Activity: Q2 2020 in Review

329 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2020, worth a combined $1,000M — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IYH positions and 25 closed out — a net gain of 27 holders — while 107 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $37.8M.

  • 329 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2020, up from 304 in Q1 2020.
  • Funds reported $1,000M of iShares US Healthcare ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 52 funds opened new iShares US Healthcare ETF positions in Q2 2020 and 25 closed out, a net change of +27 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2020 was Bank of America, an estimated $18.3M added.
  • The largest iShares US Healthcare ETF seller in Q2 2020 was Manulife (Manufacturers Life Insurance), an estimated $37.8M sold.

Based on aggregated 13F filings for Q2 2020.